Saving for College
Learn about the best strategies and products your clients can use when saving for college as well as the guidance needed when applying for financial aid.
Best & Worst 529 College Savings Plans in 2026: Morningstar
By Michael S. FischerInvestor assets in the education accounts grew to a record $550 billion by the close of 2025.
December 04, 2025
IRS Mentions Annuities in New Trump Baby Account Regulation NoticeOfficials also talked about the kinds of nonbank entities that can act as account trustees.
December 02, 2025
Michael and Susan Dell Pledge $6.25B to Fund 25M 'Trump Accounts'Children under 10 but too old to qualify for newborn deposits will be eligible for a $250 contribution.
November 10, 2025
18 Best 529 Plans for 2025: MorningstarThese plans offer exceptional stewardship of investor capital and well-constructed portfolios, according to analysts.
October 17, 2025
Are Trump Accounts a Good Choice for College Savings?For many families, the new account may be better seen as a supplement to more traditional vehicles.
July 23, 2025
Tax and Spending Bill Expands Savings Options for ChildrenThe legislation creates Trump accounts for minors and boosts 529 education plan benefits.
June 13, 2025
Advisors, Please Stop Spreading This 529 Plan Falsehood: Jeff LevineDespite misleading headlines, there is no practical limit on how much someone can contribute to a 529 account.
June 03, 2025
6 Keys to Managing Volatility in 529 PlansFor long-term savers, market variance can be a quiet opportunity to make thoughtful, strategic adjustments.